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Chart beat: AI boom drives current account divergence between North and Southeast Asia

New Delhi, Oct. 5 -- In a stark contrast, the current account divergence between North and Southeast Asia is widening amid the artificial intelligence (AI) boom. Northeast Asia is seeing a current acc... Read More


Sobha set to beat FY27 pre-sales guidance after a record first-half

New Delhi, Oct. 5 -- In spite of limited launches in the September quarter (Q2FY27), residential realty company Sobha Ltd's pre-sales or bookings rose 16% year-on-year to Rs.2,206 crore. This marks it... Read More


AI winners and losers are emerging in Indian IT, says BNP's Kumar Rakesh

MUMBAI, Oct. 2 -- The rapid evolution and adoption of artificial intelligence (AI) are reshaping the narrative, valuations and share-price performance of India's IT sector. Against the backdrop of cau... Read More


Manufacturing PMI's dead cat bounce

New Delhi, Oct. 1 -- Business momentum in India's manufacturing sector has taken a U-turn. The seasonally adjusted HSBC India Manufacturing Purchasing Managers' Index rose to a seven-month high of 55.... Read More


Nifty earnings estimates ambitious but a weak rupee doesn't complicate outlook: Nuvama's Prateek Parekh

New Delhi, Sept. 25 -- The Indian rupee has depreciated by 6.76% against the US dollar so far in 2026 and is currently at Rs.95.95 per US dollar. While a depreciating Indian rupee is typically viewed ... Read More


JSW Cement's regional diversification is comforting, but costs are more important now

New Delhi, Sept. 21 -- As competition for market share gains intensifies among large cement makers, JSW Cement's expanding geographical reach augurs well for medium-term growth. In March, JSW commissi... Read More


October Fed hike possible, but Warsh may hesitate before mid-terms, says Standard Chartered's Englander

New Delhi, Sept. 18 -- The US Federal Reserve has joined other major developed-market central banks-the European Central Bank (ECB) and Bank of Japan (BoJ)-in a monetary-policy tightening cycle. The F... Read More


Chart beat: Preference for investing in new residential launches hits multi-year high

New Delhi, Sept. 18 -- The preference of residential property buyers is skewed towards investing in new project launches. The H1 2026 Homebuyer Sentiment Survey by Anarock Research and Advisory showed... Read More


Cement companies' attempts to hike prices may fall flat

New Delhi, Sept. 15 -- Cement companies could be making their last-ditch effort to shield themselves from profitability pressures with the September quarter (Q2FY27) at its fag-end. Companies are tryi... Read More


Nexus Select's portfolio expansion drive can give an edge to one important metric

New Delhi, Sept. 11 -- Nexus Select Trust, India's first retail-focused REIT (real estate investment trust) with a portfolio of consumption-related assets, has entered northeast India with an agreemen... Read More